Relationship Manager (Asst. Branch Manager)

Job Description

Job Description

BankProv :

BankProv is the nation’s 10th oldest bank, proudly rooted in a legacy of trust and reliability. As a full-service commercial bank, we offer a unique blend of traditional banking services and innovative financial solutions tailored to meet the evolving needs of our diverse clientele. We provide fully insured business accounts, advanced cash management tools, and a variety of lending options, including small business, commercial real estate, business acquisition finance, and mortgage warehouse facilities.

Our commitment to our community goes beyond banking. We are dedicated to fostering financially strong and thriving communities, investing in our clients' success, and supporting the growth of local businesses. As a subsidiary of Provident Bancorp, Inc. (NASDAQ : PVBC), we leverage our heritage and forward-thinking approach to make a positive impact.

Our culture at BankProv is built on a foundation of core values : collaboration, empathy, courage, and innovation. We believe in working together to achieve common goals, understanding and addressing the needs of our clients and colleagues, taking bold steps to overcome challenges, and constantly seeking new ways to improve and evolve. We are looking for tech-savvy individuals who share our values and are eager to help us drive the future of banking.

BankProv operates within the Entrepreneurial Operating System (EOS) model, embodying an entrepreneurial spirit that drives us to be curious, embrace change, and push beyond our comfort zones. Join us as we shape the future of banking.

Position Summary :

The Relationship Manager plays a key role in supporting the Relationship Officer with the day-to-day operations and sales initiatives of the branch. As a relationship manager you will supervise a team to ensure an enhanced client experience, provide leadership and coaching to branch staff, ensure operational efficiency, and contribute to the achievement of deposit growth and sales success of the branch.

This role is ideal for someone with a team first mentality, strong leadership, problem-solving, and customer service skills, who is ready to assist in driving the success of the branch while maintaining regulatory compliance and operational efficiency.

Essential Job Functions :

Team Leadership :

Oversee the day-to-day activities of your team providing support and motivating all branch staff.

Lead the growth and development of your team the coaching, one-on-ones and performance reviews.

Assist in staff scheduling, daily assignments, and monitoring employee performance.

Lead by example to foster a positive, team-oriented working environment, and act as the Relationship Officer in their absence.

Sales Support and Business Development :

Support the Relationship Officer in branch deposit growth and sales initiatives.

Assist in the development and implementation of strategies to attract new business.

Coach and develop branch staff to identify opportunities to generate new leads and expand client base.

Client Experience and Relationship Management :

Address and resolve complex client requests and complaints promptly and professionally.

Build and maintain strong relationships with clients, ensuring exceptional client experience standards are met.

Conduct scheduled relationship reviews with clients to gather valuable feedback, uncover additional sales opportunities, and ask for referrals to drive new business to the bank.

Operational Compliance :

Oversee daily branch operations, monitor cash flow, and security procedures to mitigate risk.

Ensure compliance with all bank policies, procedures, and regulatory requirements.

Conduct audits and reviews to ensure operational efficiency and compliance.

Preferred Knowledge, Skills, and Abilities :

• Comprehensive understanding of compliance and branch operations.
• Confidence with branch opening and closing procedures.
• Ability to motivate and coach a team to meet performance goals and operational efficiency.
• In-depth knowledge of all deposit and cash management products.
• Understands sales principles, and cross-selling techniques.
• Strong understanding of all transactional and account opening requirements and procedures.
• Ability to educate clients and coach team on the features and benefits of BankProv.’s products.
• Advanced ability to handle cash and process financial transactions with a strong attention to detail.
• Thorough knowledge of banking concepts with the ability to solve complex client requests.
• Understanding of opportunities to refer business to internal partners.
• Must possess sound judgement with the ability to make decisions and accept responsibility
• Effective problem solving and conflict resolution skills.
• Strong written and verbal communication skills.
• Embraces BankProv.’s core values of Empathy, Courage, Collaboration, and Innovation.

Preferred Education and Experience :

Physical Demands and Work Environment :

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing duties of this job, employees may occasionally be required to stand; walk; sit; use hands, or feel objects, tools or controls; reach with hands and arms; speak clearly and hear efficiently. Employees may occasionally lift and / or move up to, or in excess of 10 pounds. Specific vision abilities may be required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Prolonged periods of sitting at a desk and working on a computer.

Travel :

Availability to travel on short notice to meet immediate business needs may be required.

Note :

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

BankProv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. If you need assistance or accommodation completing the employment application, please contact us at our HR Email and we will gladly assist you.